Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 1983-08-23
  • TX RA
    APPROVED
    Since 1983-08-23

Branch Locations

1803 Broadway St, San Antonio, TX 78215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 11/1969 Present
Bank Of America, N.A. San Antonio TX 07/2011 Present
Other Businesses

I*2154282, Entity Type: Entity For Profit, Name of OBA: nelson and son llc, Address: san antonio, Texas, 78209, Investment Related: N, Position, Title, Association: Other, Employee State Date: 07/20/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: investor in an oil and gas exploration venture I*3445267, Entity Type: , Name of OBA: c r n trust, Address: san antonio, Texas, 78209, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/05/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-10
S63 Uniform Securities Agent State Law Examination 1988-09-07
  • S65 Uniform Investment Adviser Law Examination
    1994-11-10
  • S63 Uniform Securities Agent State Law Examination
    1988-09-07
Other Names
  • Robert Allen Nelson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor